How big is Adelia Associates, LLC's plan?

Adelia Associates, LLC's plan reported $419K in assets and 1 participants for 2024.

Original filing (PDF)20250602112906NAL0009497089001

Adelia Associates, LLC

Name: Adelia Associates, LLC — Adelia Risk 401(k) Plan, Form 5500 (2024)
Creator: Adelia Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adelia Risk 401(k) Plan

401(k) retirement plan · Adelia Associates, LLC's Adelia Risk 401(k) Plan held $419K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

People on this filing

JOSH Ablett signed Adelia Associates, LLC's 2024 Form 5500 as plan administrator.

JOSH Ablett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Adelia Associates, LLC's EIN is 26-2022006.

EIN 26-2022006

Plan number 001

Plan year 2024

ACK ID 20250602112906NAL0009497089001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Adelia Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Adelia Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADELIA ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ADELIA ASSOCIATES, LLC

EIN

all filings

Address

1213 PURCHASE ST #2 · NEW BEDFORD, MA · 02740

Phone

(888) 646-1616

Industry

Professional & Technical Services

Plan administrator